Settings

How to set your company-wide settings. Can't find an answer? Click the chat in the bottom right.

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36 articles in this collection
Written by Paul Dexter, Christa Moody, Brandon Clough and 3 others

Labor Pricing Programs

Create customized sets of labor rates that you can apply to certain projects or clients.

Written by Christa Moody
Updated this week

Create Office Locations

How to create multiple office locations within your company.

Written by Kelly Johnson
Updated over a week ago

How to Set a Shipping Method

Setting up default shipping methods for purchasing

Written by Christa Moody
Updated over a week ago

Office Level Pricing Programs and Factors

This article will discuss enhanced functionality for Office locations within your Company

Written by Kelly Johnson
Updated over a week ago

Labor Presets

Use labor preset tool to quickly add labor to item in your projects

Written by Brandon Clough
Updated over a week ago

Setting Up Purchasing/Selling Currencies

How to set your company's default purchasing and selling currencies

Written by Christa Moody
Updated over a week ago

Adjusting Email Notifications

How to opt in/out of email notifications

Written by Christa Moody
Updated over a week ago

How to Set Default Labor Units

Set which labor units open by default when editing line items

Written by Christa Moody
Updated over a week ago

Creating Service Packages

How to set up and edit service packages

Written by Christa Moody
Updated over a week ago

Factors: Hours per Day of Labor

How to create a factor to add specific labor-type hours per days a labor category.

Written by Brandon Clough
Updated over a week ago

How to Set your Currency

Setting your Main Company Currency

Written by Christa Moody
Updated over a week ago

Company Settings

Turn on/off Push New Items to Database

Company Setting to turn on/off the ability to push product data to the database the first time an item is used.

Written by Christa Moody
Updated over a week ago

Labor Type Translations

Learn how to translate your labor types when using reports in different languages.

Written by Clayton
Updated over a week ago

Unique Office Labor Rates

Now, each Office in your company can have their own labor rates

Written by Mason Clough
Updated over a week ago

Automatically Favorite Items

How to change whether your products are favorited when added to a project by default

Written by Mason Clough
Updated over a week ago

Two-Factor Authentication

Secure your Jetbuilt account with 2FA

Written by Mason Clough
Updated over a week ago

Default Tax Preferences

How to set up default tax on equipment, shipping, and labor rates.

Written by Brandon Clough
Updated over a week ago

Manager Approval

Requiring projects to be approved by a Manager before proposals are sent out.

Written by Mason Clough
Updated over a week ago

Set Default Labor Rates and Costs

How to create and edit Labor Rates and Costs for your company

Written by Christa Moody
Updated over a week ago

Default Rooms and Systems

How to set up default rooms and systems that will appear in a checklist for each project you create.

Written by Christa Moody
Updated over a week ago

Custom Project Numbers

How to edit project numbers, or change your company's default project numbering format.

Written by Christa Moody
Updated over a week ago

Edit Company Settings

How to set up your company account as a Jetbuilt Admin

Written by Brandon Clough
Updated over a week ago

Creating Factors

Creating and adding factors to a project

Written by Christa Moody
Updated over a week ago

Team Settings

What happens to a user's projects when they're deactivated?

Where to find projects that belonged to a Jetbuilt user that is now deactivated.

Written by Mason Clough
Updated over a week ago

User Permission Breakdown

Here's an explanation of the different roles/permissions a user can have.

Written by Christa Moody
Updated over a week ago

Add Users

How to add additional users to your account

Written by Paul Dexter
Updated over a week ago

Deactivate Or Reactivate A User

How to deactivate a user, or reactivate a deactivated user.

Written by Paul Dexter
Updated over a week ago

Billing

Manage Billing Information and Billing Email

How to Change Billing Permissions and Recipients

Written by Mason Clough
Updated over a week ago

Create Subscription

How to subscribe to Jetbuilt

Written by Paul Dexter
Updated over a week ago

Update Credit Card

How to update your credit card payment information

Written by Paul Dexter
Updated over a week ago

Change the Plan

How to change a subscription plan.

Written by Paul Dexter
Updated over a week ago

Cancel Subscription

How to cancel a subscription.

Written by Paul Dexter
Updated over a week ago

Integrations

DocuSign Integration

How to connect and use our DocuSign Integration

Written by Christa Moody
Updated over a week ago

Connecting to Acumatica

Setting up the integration with Acumatica

Written by Brandon Clough
Updated over a week ago

Google Sheets Integration

How to export your project to your Google account

Written by Christa Moody
Updated over a week ago

How to Set Up Your Quickbooks Online Integration

How to connect your Jetbuilt account to Quickbooks Online

Written by Christa Moody
Updated over a week ago